Latest Institutional Transactions on Ishares Esg Aware U.S. Aggrega (EAGG)
This table provides information on the latest institutional transactions involving Ishares Esg Aware U.S. Aggrega (EAGG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
121+ 0.65% |
$5.61K - $5.88K
|
18.9K
$892K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.97K+ 14.31% |
$184K - $193K
|
31.7K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.35K+ 17.05% |
$201K - $211K
|
29.9K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
210+ 2.53% |
$9.73K - $10.2K
|
8.51K
$402K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
705+ 7.58% |
$32.7K - $34.3K
|
10K
$473K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.66K+ 50.92% |
$76.7K - $80.4K
|
4.91K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.15K+ 3.88% |
$239K - $250K
|
138K
$6.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
7.22K+ 3.86% |
$335K - $351K
|
194K
$9.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
661+ 0.97% |
$30.6K - $32.1K
|
68.6K
$3.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.09K- 61.2% |
$50.6K - $53.1K
|
693
$32.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.23K+ 8.96% |
$57.2K - $60K
|
15K
$710K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3.12K+ 5.26% |
$145K - $152K
|
62.4K
$2.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
531+ 4.68% |
$24.6K - $25.8K
|
11.9K
$561K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
295+ 1.52% |
$13.7K - $14.3K
|
19.8K
$934K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.81KNew |
$223K - $234K
|
4.81K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-4.37K- 52.27% |
$202K - $212K
|
3.99K
$189K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.1K+ 5.69% |
$97.2K - $102K
|
39K
$1.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
13.7K+ 22.74% |
$635K - $666K
|
73.9K
$3.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.03K+ 1.84% |
$47.5K - $49.8K
|
56.6K
$2.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.35K- 17.14% |
$62.7K - $65.8K
|
6.55K
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
6.74K+ 3.81% |
$312K - $327K
|
184K
$8.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
38.6K+ 60.74% |
$1.79M - $1.87M
|
102K
$4.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.78K+ 10.93% |
$82.5K - $86.5K
|
18.1K
$854K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
2.19K+ 7.48% |
$101K - $106K
|
31.5K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 3.7% |
$46.3 - $48.6
|
28
$1.32K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
291+ 1.23% |
$13.5K - $14.1K
|
24K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
5.09KNew |
$236K - $247K
|
5.09K
$240K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.66K- 95.92% |
$123K - $129K
|
113
$5.34K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.1K+ 11.04% |
$1.35M - $1.41M
|
292K
$13.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
60+ 5.83% |
$2.78K - $2.92K
|
1.09K
$51.5K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
130+ 1.41% |
$6.02K - $6.32K
|
9.35K
$442K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.3KNew |
$708K - $742K
|
15.3K
$722K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
766+ 10.82% |
$35.5K - $37.2K
|
7.84K
$371K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
106+ 1.26% |
$4.91K - $5.15K
|
8.53K
$403K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
4.78KNew |
$221K - $232K
|
4.78K
$226K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
781+ 3.22% |
$36.2K - $38K
|
25K
$1.18M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-36- 7.5% |
$1.67K - $1.75K
|
444
$21K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
448+ 4.01% |
$20.8K - $21.8K
|
11.6K
$550K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.18KNew |
$240K - $252K
|
5.18K
$245K
|
|
| Q3 2024 | |||||||
|
Feb 10, 2025
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
4.91KNew |
$227K - $240K
|
4.91K
$232K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-996- 10.36% |
$46K - $48.7K
|
8.62K
$407K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
545New |
$25.2K - $26.7K
|
545
$25.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.19KNew |
$194K - $205K
|
4.19K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.02KNew |
$140K - $148K
|
3.02K
$143K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-85- 64.89% |
$3.93K - $4.16K
|
46
$2.17K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-325K- 96.84% |
$15M - $15.9M
|
10.6K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.92K- 13.31% |
$88.8K - $94.1K
|
12.5K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
52New |
$2.4K - $2.54K
|
52
$2.46K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.53KNew |
$70.8K - $75K
|
1.53K
$72.5K
|
|